|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.03B
|
+$703M
|
+6,997,511
|
+216%
|
|
|
2
|
|
$633M
|
+$107M
|
+1,062,632
|
+20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$598M
|
+$172M
|
+1,707,474
|
+40%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$556M
|
+$556M
|
+5,529,184
|
+578%
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$333M
|
+$324M
|
+3,227,812
|
+3,870%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$295M
|
+$79.4M
|
+789,737
|
+37%
|
|
|
7
|
|
$219M
|
+$56M
|
+557,273
|
+35%
|
|
|
8
|
Equity Investment Corp
Atlanta,
Georgia
|
$207M
|
+$107M
|
+1,060,490
|
+106%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$207M
|
+$117M
|
+1,162,818
|
+130%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$196M
|
+$52.4M
|
+521,411
|
+37%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$181M
|
+$59.9M
|
+595,822
|
+49%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$170M
|
+$67M
|
+666,950
|
+65%
|
|
|
13
|
NorthRock Partners
Minneapolis,
Minnesota
|
$170M
|
-$316K
|
-3,144
|
-0.2%
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$155M
|
-$21.6M
|
-215,245
|
-12%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$150M
|
+$7.14M
|
+71,023
|
+5%
|
|
|
16
|
GM Advisory Group
Melville,
New York
|
$149M
|
+$14.7M
|
+146,540
|
+11%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$146M
|
+$31.3M
|
+311,596
|
+27%
|
|
|
18
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$145M
|
-$16.8M
|
-167,136
|
-10%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$144M
|
+$18.2M
|
+180,927
|
+14%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$138M
|
+$34.7M
|
+345,484
|
+34%
|
|
|
21
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$138M
|
+$121M
|
+1,203,917
|
+177%
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
$137M
|
+$46.4M
|
+461,590
|
+51%
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$129M
|
+$110M
|
+1,091,557
|
+568%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
+$11.5M
|
+114,485
|
+10%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$119M
|
+$20.4M
|
+202,709
|
+21%
|
|
